Sungarden Investment Research

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Sungarden Investment Research is a discretionary money manager running multiple investment styles using proprietary hedged investing strategies. Sungarden invests in stocks for income/long term capital appreciation, and inverse ETF securities to hedge against major market declines.

The initial draw for Sungarden was YCharts’ ability to chart multiple data points on a stock. Thanks to YCharts, Sungarden can now collate dozens of stock metrics to calculate an automated rating score, which acts as an independent check on the firm’s stock selection process.

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